If you’ve ever felt overwhelmed trying to run a custom report in CensiTrac, you’re not alone—and I promise it doesn’t have to feel like doing your taxes. Whether you’re brand new to the reporting module or just want to sharpen your skills, I recently hosted a webinar, “Mastering Custom Reports in CensiTrac" that walked through everything from stock reports to exception reports. Here’s a quick recap of what we covered. 

Building A Custom Report in CensiTrac 

Start Simple: Stock Reports 

I always recommend starting with a stock report. These pre-built reports give you a quick look at common data points without needing to customize anything. Running one helps you decide if it’s worth customizing further—and gives you a better feel for how the report is structured. 

Customize with Confidence 

When you’re ready to build your own report, the Inventory Throughput report is my go-to. It’s incredibly versatile and lets you pull data on scanned trays, technician activity, decontam throughput, and more. During the webinar, we walked through how to: 

• Apply filters by service, date range, and location type

• Use relative dates for dynamic timeframes 

• Choose between summary and detailed views 

• Organize your columns to match your needs 

• Name and describe your reports clearly for easy access later 

 If you’ve ever wondered “How many general trays went through Decontam last week?”—you’ll know how to build a report to answer exactly that. 

Exception Reports = Reporting on Autopilot 

Once your custom report is set up, you can take it a step further and schedule it as an exception report. This means the report will automatically run (daily, weekly, etc.) and only alert you if certain conditions are met. For example, if you want to know when a BI result is missing, CensiTrac can tell you without you even logging in. 

Did You Know? CensiTrac Reporting Tips 

Productivity vs. Throughput: What’s the Difference? 

We also talked about the difference between the Productivity Report and Inventory Throughput Report. Here’s the TL;DR: 

• Use Inventory Throughput when you want asset-specific data (like trays or equipment). 

• Use Productivity Reports when you're focused on technician performance, complexity, or duration of activities. 

 They work hand-in-hand depending on the story you’re trying to tell. 

Hidden Gems You Should Know About 

There are also a few reports that don’t get as much love but are super useful: 

• Container Cost Report – Great for pulling count sheet data 

• Indicator Result Summary – Helps you monitor BI or CI compliance 

• Currently Missing Items – Shows you which trays are incomplete 

Keep Learning with Us 

We’re just scratching the surface. If you’re ready to dive deeper into CensiTrac’s reporting tools, join one of our upcoming community training sessions here. And if you want to explore how CensisAI² takes this reporting data even further with actionable insights, let us know—we’d love to show you.